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| Keyboard |
| Weaver Consulting Group LLC
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|---|---|
| CRD # | 287895 |
| SEC # | 801-110466 |
| CIK # | 0001780055 |
| AUM | 1,046.3 M (2026-04-23) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 714-536-4065 |
| Address | 101 Main Street Huntington Beach, CA 92648 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Microsoft Corp | 5.8 | ||
| Nvidia Corp | 4.8 | ||
| SPDR Gold Trust | 4.2 | ||
| Edwards Lifesciences Corp | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 709 | 226.9 |
| (b) Individuals (high net worth individuals) | 376 | 772.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.4 |
| (h) Charitable organizations | 3 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 38.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,720 | 1,046.3 |
| By Discretionary | ||
| Discretionary | 2,720 | 1,046.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,720 | 1,046.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,046.3 | |
| Total | 2,720 | 1,046.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001780055] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail |
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